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iShares MSCI EAFE Small-Cap ETF
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Overview Fund Activity

698 hedge funds and large institutions have $9.55B invested in iShares MSCI EAFE Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 256 increasing their positions, 245 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
698
Holders Change
-23
Holders Change %
-3.19%
% of All Funds
11.05%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.6%
New
67
Increased
256
Reduced
245
Closed
80
Calls
$590K
Puts
$8.7M
Net Calls
-$8.11M
Net Calls Change
+$123K

Top Buyers

1
Jane Street
Jane Street
New York
$273M
2
GACM
Global Alpha Capital Management
Quebec, Canada
$56.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$937M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.3M
5
SWM
Southern Wealth Management
Texas
$24.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.05B
2
Bank of America
Bank of America
North Carolina
$163M
3
RBA
Richard Bernstein Advisors
New York
$324K
4
Ameriprise
Ameriprise
Minnesota
$15.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
651
MCF Advisors
Kentucky
$10K +$10K +145 New
FP
652
Financial Perspectives
Minnesota
$9.39K +$66 +1 +0.7%
PMFA
653
Plante Moran Financial Advisors
Michigan
$9K – – –
LWANC
654
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
RDIA
655
RE Dickinson Investment Advisors
Iowa
$9K +$1.13K +17 +14%
APC
656
Aspire Private Capital
North Carolina
$8K – – –
AW
657
Avion Wealth
Texas
$8K – – –
CFO
658
CVA Family Office
Colorado
$8K – – –
FF
659
FourThought Financial
Florida
$7K – – –
TFO
660
Tarbox Family Office
California
$7K – – –
AWM
661
Aspire Wealth Management
Massachusetts
$7K – – –
C
662
Covestor
United Kingdom
$7K +$3.74K +55 +115%
AWM
663
Atticus Wealth Management
Florida
$7K +$7K +103 New
TFA
664
Toth Financial Advisory
Virginia
$6K – – –
FFA
665
Freedman Financial Associates
Massachusetts
$6K – – –
MW
666
Milestone Wealth
New York
$6K – – –
FWA
667
FSC Wealth Advisors
New York
$6K +$3.43K +52 +133%
FFA
668
Founders Financial Alliance
North Carolina
$5K – – –
MAWCM
669
Mine & Arao Wealth Creation & Management
California
$5K – – –
CNBTD
670
Citizens National Bank Trust Department
Mississippi
$5K – – –
AWM
671
Accel Wealth Management
Iowa
$5K – – –
SWA
672
SOA Wealth Advisors
New York
$5K – – –
PGAM
673
Princeton Global Asset Management
New Jersey
$5K +$5K +73 New
LC
674
Lindbrook Capital
California
$4K -$6.6K -94 -62%
First Manhattan
675
First Manhattan
New York
$4K -$57 -1 -1%
25 26
27
28 29